Moving Tips For a New City
A new city can be exciting, but we all dread moving. The packing time, the effort, the expenses… the list…
Expenses of a Growing Family
After returning from your honeymoon, there is one question all newlyweds get used to. “So, when are you having…
Investing or Gambling?
We spent Thanksgiving in Las Vegas. While I never thought my first trip to Sin City would be with my…
The Patriots Way to Financial Success
The New England Patriots have been in the AFC championship game twelve times since 2001. The next closest team is…
Real Estate – American Dream or Nightmare?
Can I afford to buy a house? Should I continue to rent? What if I plan to buy and rent…
Overestimating 5 Months and Underestimating 5 Years
In episode 107, “Win The Day”, of The MFCEO Podcast, host Andy Frisella says, “Most people underestimate what they are…
Did You Play The Lottery?
Last October, questions about Bitcoin started flying in. “What is this Bitcoin thing? Jack just told your dad he's made…
Uncertain About the Market? Do Less
The S&P 500 has set a number of all-time highs this year and is up just under 8% to date. New…
Mirage of Money
Looks can be deceiving. We’ve heard the idiom countless times since childhood. And yet, we fall for it over and…
Credentials – Do They Matter?
I am often asked about my credentials, including the Chartered Financial Analyst (CFA) charter and the Certified Financial Planner (CFP®) designations, from…